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The Multi-Family Office for Founders

Beyond Capital.
Built for founders and their families, by founders and their families.
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Explore what it's like to be a Member Family.
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Member Families gain private access to deal flow, deep diligence, and concierge services.

Member Family Services
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Exclusive Access

Access exclusive deal flow you won't find on institutional platforms.

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Wealth Planning

Custom portfolios designed to preserve and build wealth.

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Tax Planning

Integrated tax planning to optimize after-tax returns.

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Estate Planning

Help maximize wealth transfer to future generations and charities.

The System Isn't Built For Founders

Entrepreneurs have distinct needs that go far beyond a typical financial advisor - seeking tailored bespoke services that some big firms can't offer.

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Every family is incredibly unique.

Sundial partners with value-aligned families to craft highly curated, custom capital plans and structures to build wealth for generations to come.

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Built for us. Shared with you.

We start with: what if everything goes wrong? Our structures are designed to preserve capital through cycles, not just ride the highs.

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Access to Exclusive Alternatives

From direct buyouts to real assets, uncorrelated hedge strategies, and early-stage innovation - we unlock tightly held deal flow across private markets.

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‍Sundial Alternatives

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Meet Sundial

The Sundial Way

Our edge isn’t the assets we invest in, it’s how we invest. From rigorous underwriting to disciplined execution and white-glove support, the Sundial Way reflects a culture built around capital preservation, member family experience, and long-term alpha.

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Alternatives

Private equity, real estate, hedge funds, equities, and venture.

Multi-Family Office

An invite-only multi-family office for founders and their families.

© Sundial Wealth, 2025
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